Tandem Share Discussion Threads

[castleford tiger] 02/9/2021 13:49

Wanttowin
You are correct. I expect an update on construction with the results.
I also think we might get a note giving a forecast.

Once this site is complete it will reduce external storage and give better stock holding which is essential in this just in time world.

Tiger

[gabrielsant] 02/9/2021 13:04

I think we will be over 800 after results, it may sound like a big jump, but actually it would be a quite conservative price in my opinion

[wanttowin] 02/9/2021 11:21

Tiger..
Hopefully the interims will give us update on how construction on the new warehouse is progressing, though I think it's not expected to be complete till mid 2022.
Seems the climb has started, your post has tempted me to add a few more..Going to raise funds by selling a couple of small underwater holdings that have been lingering in my portfolio.
GLA

[castleford tiger] 02/9/2021 10:14

I keep saying its crazy.
market cap 28m.
no debt/net cash
A growing business that is going to get much leaner post the completion of the new build.
A £5 million a year profit business with a huge property/ cash asset pile is worth at least 12x
Thats 60 million giving an upside of 550/600p in the share price.

Thats right 550 to 600p not 50 to 60p

Tiger

[wanttowin] 02/9/2021 09:41

I've added a few, looks like a good time to do so and I'm expecting a climb up to interims..

[gabrielsant] 01/9/2021 17:47

Is the market wrong? We will discover it soon :)

[castleford tiger] 27/8/2021 14:35

A no news weak day

What an opportunity now
tiger

[davidosh] 27/8/2021 13:13

Interim results....I think they are hoping to have them out earlier than normal this year so maybe by mid September. We will then try to feature them in the Mello September results show on the 28th September as we have a number of high quality companies joining us on that one

[amt] 27/8/2021 12:07

Yes its supply not demand that is probably a constraint at the moment.
Until people start travelling abroad again on a significant scale I cant see demand falling.

[castleford tiger] 27/8/2021 09:48

Boozey

I think not.
This exercise system is home based and people are free to get some fresh air etc now.

Try buying a bike.

Most sold out for Xmas already.

Tiger

[boozey] 27/8/2021 07:52

Relevant for the broader cycling industry?

[castleford tiger] 25/8/2021 15:42

yes september

[rcturner2] 25/8/2021 15:39

From their website:

Financial Calendar

Annual General Meeting 2021: 24 June 2021

Interim results for 6 months to 30 June 2021: September 2021

Annual results for year ending 31 December 2021: March/April 2022

[castleford tiger] 25/8/2021 15:27

it woke up
now its sleeping again

lets see some numbers

[gabrielsant] 24/8/2021 19:06

I think that now it's time to drop the bomb

[thorpematt] 23/8/2021 02:17

Bethany Shriever has been doing her best to boost BMX sales (again)

[w13ken] 20/8/2021 08:14

Article in Cycling Industry News about cycling investment.
"THE TANDEM GROUP
Exchange: AIM

Appealing to investors with a dividend yield of 1.54% the Tandem Group has had a rocket lit under it during the pandemic and is expanding its warehousing in a bid to accommodate its product portfolio, which in the cycling world is best known to hold the Dawes, Squish and Claud Butler labels, among others.

Having bottomed on the early pandemic scare that impacted the markets as a whole, the share price rose from £1.15 to a peak of £6.75 in the space of a year thanks to a sell-out period for its bikes. While the distributor is now planning for a deeper stock in future and has set about adding 80,000 square foot in new space, for the time being it is cautious on near-term headwinds such as stock availability and rising costs.

Like many other listed businesses in cycling, Tandem is diversified in its structure, offering everything from licensed products, through garden furniture and Golf goods. Arguably late to the electric bike party, Tandem’s Q1 e-bike revenue was up 112% this year and there appears to be plenty of scope for that growth to continue."

[castleford tiger] 17/8/2021 16:10

always two views.
tiger

[davebowler] 17/8/2021 13:47

Also, if you are interested, I'm dabbling in Prophotonix due to its techy nature and especially its LED UV applicability to killing airborn viruses including Covid. PPIX.



Big market, but a tiny company though.

[davebowler] 17/8/2021 13:41

Quite, Tiger -that's the (rhetorical)question.

[castleford tiger] 17/8/2021 13:38

mm playing you don t get caught out today

[castleford tiger] 17/8/2021 10:01

davebowler

So they are selling the business for 40 m
thats about 6.6p a share.
3.3 paid this month
then 1.1p each year for 3 years.

This is back to the company not shareholders.

So market cap is 29m v a cash sale of 40m.

Whats left ( business wise is free).

All good but unless the share price moves how does shareholders benefit.

Tiger

[castleford tiger] 16/8/2021 22:07

Dave
Thanks will take a look

[thorpematt] 16/8/2021 20:47

What would we do if there were no rhetorical questions?